Diamond Heat Sinks: The $14B Little-known to Cooling AI GPUs

Very Bullish

What Happened

A Chinese company, Zhongke Fenyan, announced a 140 million yuan expansion to produce 40,000 diamond heat sinks annually for GPU cooling, signaling accelerated industrialization of diamond thermal management.

Bottom Line

Diamond heat sinks are on the fast track to commercialization, with multiple Chinese firms poised to benefit from the AI-driven thermal management boom.

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